Be an Accountant, Not a Salesperson for Other Things

Extreme close up of female hand with pen pointing on cash flow document.“A piece of the action” didn’t pan out.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

There are accountants who only do accounting and accountants who also do other things such as selling financial products and doing deals with the client. There is nothing wrong with this, but with some very minor exceptions, I never did the other things.

MORE: 10 Reasons for My Success | Social Security Is an Asset Class | How to Waste Lunch Hour | What’s Your Negotiating Style? | How to Make Your Own Opportunities | How I Became a Published Author | Large Clients We Landed from QuickBooks Consulting
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Accountants have many openings and opportunities to

  • sell life insurance, annuities, mutual funds and tax shelters;
  • broker mortgages;
  • find buyers for a client’s business;
  • manage investments;
  • introduce investors;
  • perform executive searches and
  • even invest along with clients.